We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

2,317 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 320 funds opening new positions, 903 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 320 | Existing positions closed: 63

206% more call options, than puts

Call options by funds: $118M | Put options by funds: $38.7M

25% more capital invested

Capital invested by funds: $38.2B → $47.9B (+$9.71B)

21% more repeat investments, than reductions

Existing positions increased: 903 | Existing positions reduced: 748

13% more funds holding in top 10

Funds holding in top 10: 245278 (+33)

10% more funds holding

Funds holding: 2,1022,317 (+215)

1.54% more ownership

Funds ownership: 44.44%45.98% (+1.5%)

Holders
2,317
Holders Change
+215
Holders Change %
+10.23%
% of All Funds
30.51%
Holding in Top 10
278
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.47%
% of All Funds
3.66%
New
320
Increased
903
Reduced
748
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
326
Chatham Capital Group
Georgia
$11.8M -$173K -865 -1%
ACS
327
Archford Capital Strategies
Illinois
$11.8M +$173K +868 +1%
RCAG
328
Rehmann Capital Advisory Group
Michigan
$11.7M +$194K +971 +2%
AA
329
Ancora Advisors
Ohio
$11.7M -$140K -703 -1%
SI
330
SimpliFi Inc
California
$11.7M -$102K -511 -0.9%
IFA
331
Interactive Financial Advisors
Illinois
$11.6M -$88.4K -443 -0.7%
WT
332
Washington Trust
Rhode Island
$11.6M +$186K +931 +2%
SF
333
Synovus Financial
Georgia
$11.6M -$6.58M -32,963 -36%
MWM
334
Mission Wealth Management
California
$11.6M -$366K -1,831 -3%
ACM
335
Allred Capital Management
Texas
$11.6M -$353K -1,770 -3%
LIA
336
LS Investment Advisors
Michigan
$11.5M +$431K +2,157 +4%
AWP
337
Accretive Wealth Partners
New Jersey
$11.4M +$82.3K +412 +0.7%
DWP
338
Destiny Wealth Partners
Florida
$11.4M +$799 +4 +0%
TF
339
Trek Financial
Arizona
$11.4M -$964K -4,827 -8%
PA
340
Parallel Advisors
California
$11.4M -$683K -3,423 -6%
JIC
341
Johnson Investment Counsel
Ohio
$11.3M +$172K +861 +2%
BFAG
342
Blackston Financial Advisory Group
Florida
$11.3M -$1.33M -6,681 -10%
MAG
343
M3 Advisory Group
Massachusetts
$11.2M +$474K +2,375 +4%
KC
344
Kades & Cheifetz
Pennsylvania
$11.2M +$347K +1,737 +3%
MGIA
345
Moneta Group Investment Advisors
Missouri
$11.2M +$1.85M +9,281 +19%
SWA
346
Strategies Wealth Advisors
Michigan
$11.1M +$399 +2 +0%
SWM
347
Segment Wealth Management
Texas
$11M -$312K -1,564 -3%
WTC
348
WhitTier Trust Company
Nevada
$11M -$23.2K -116 -0.2%
UCFA
349
United Capital Financial Advisors
Texas
$11M -$637K -3,193 -5%
SEIA
350
Signature Estate & Investment Advisors
California
$10.9M +$413K +2,068 +4%

VIG Hedge Fund Activity: Q4 2024 in Review

2,317 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2024, worth a combined $47.9B — up 25% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 320 funds opened new VIG positions and 63 closed out — a net gain of 257 holders — while 903 added to existing stakes and 748 trimmed.

The largest buyer was Bank of America, adding an estimated $720M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $106M sold.

  • 2,317 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2024, up from 2,102 in Q3 2024.
  • Funds reported $47.9B of Vanguard Dividend Appreciation ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 320 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2024 and 63 closed out, a net change of +257 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2024 was Bank of America, an estimated $720M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2024 was Lincoln National Corp, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.